Your Vendor Library is a repository of ready made marketing material setup for you to quickly browse, select, and execute different types of tactics such as emails. To access your library you must be within the Marketing Center.
From the Marketing Center click Library. If you have access to more than one vendor library simply choose the vendor from the list.
If you have already created an email, you can access it by selecting Tactics then Email.
What will I find in this article?
Utilize the search features within the Library to browse and locate the email you are looking for. Depending on your vendor library search filters are typically broken down by activity type, language, and audience. Simply check on/off the different filters. If you know the specific email you are looking for use the search box and enter the name into the field. Select Email under the Activity Types dropdown.
After you have narrowed down your search you can select an email by clicking the thumbnail image. This loads a preview of the tactic. Click Customize & Send to pull the campaign into your account.
Once the campaign has been added to your account you will be taken to the email content.
The Content tab is where you can customize the look and feel of the email. Depending on your vendor library, your email can be edited using one of the following two methods:
- Content Editor: The content editor provides full access to customize the email as required. You can adjust font sizes and colors as well as insert links and images. By placing the mouse over each icon in the toolbar of the editor it will tell you specifically what that option does. After you have finished building your content enter a subject line into the Subject field and select the Save button located at the bottom of the page.
- Template: With a few clicks, you can add or change images or text, and translate the content within the template without interfering with the integrity of the overall design. Choose from a pre-determined image library or upload your own. If you upload your own image the system will automatically crop and resize the images to the correct dimensions.
Content that can be modified has a red serrated square in the surrounding area. By placing your mouse over that area, a pencil icon appears.
If you prefer to view all editable fields directly, you can do so using the Table View Edit option. This will display all editable fields in a list format. To the right of the listed fields is a preview of your email.
To modify that section click on the Pencil icon. In the new window, simply enter the new content into the field(s) provided to update the content.
If the section you are modifying requires an image to be replaced click the Choose File button and locate the image on your computer. When finished, select the Save button at the bottom of the page. The image will automatically resize to fit within the target location.
When finished modifying this section click Save at the bottom of the window. You can then move on to edit the next section of the email.
Once you have made all needed changes to the content, click Save & Refresh Preview at the top of the page to generate the email with the changes.
After the content has been built the next step is to apply the mailing list. Select Mailing List at the top of the page.
The mailing list is the group of contacts that will receive the email campaign. You cannot send the campaign without applying a mailing list. It is very important to apply the correct mailing list, as applying the wrong mailing list to the campaign will be sent to the wrong recipients.
Click Add to add contacts onto the mailing list.
- Adding Group of Contacts: Select the drop down button under Group Mailing List. Place a check in the box next to the group you would like to add and click Add checked groups.
- New Search: Select the New Search option and follow the steps to build your search criteria. See the Searching article for assistance with building an advanced search. When you are finished click Run the Search.
- Saved Search: If you've previously created an advanced search and saved it, you can run that same search again by selecting Saved Search, then select the search to run.
- Saved Groups: Attach a previously created group of contacts to the email. Click Saved Groups and then check the box(es) for the group to add to the mailing list, then click Add checked groups.Select the drop down button under Group Mailing List.
- Import: Import contacts into the mailing list using a CSV or XLS file. See our article on the Import process for more information.
When your mailing list has been inserted, the next step is to setup your tasks and alerts. Select Tasks & Alerts at the top of the page.
Tasks and alerts let you specify which user(s) get notified when activity is done within the email and if that activity should be created as a lead. For example, you can specify an email notification or lead be created when a customer clicks on a link within your email. Setting up tasks and alerts is optional and not required.
Place a check in the box next to alerts/leads you want to receive and choose which user you want to assign it to. Your choices are:
- When an email is opened.
- When a link in the email is clicked.
- When the unsubscribe link in the email is clicked.
The final step before sending out your email campaign is to send a test message.
Before scheduling and sending your email it is highly recommended to send yourself a test message. This provides you with an accurate preview of the email within your local mail client such as Microsoft Outlook or Gmail. This gives you an opportunity to resolve issues you might experience such as typos, broken images or bad links. To send yourself a test message click the Test Message tab at the top of the page. This loads a list of users.
Place a check in the box next to the user(s) you want to send the test message and click Send Test Message button. You can copy additional email addresses by placing them into the Send copy to other email addresses field.
When you have tested the email and everything is correct, select Schedule & Send.
If the email looks proper in the test message and you have attached your mailing list you can schedule and send the email for a specific date and time. You can also limit the daily distribution and set a specific number of emails to be sent per day. Enter the date into the date field and a time into the time field then click Save. This schedules the campaign to be sent on the date and time specified.
After the campaign has been completed, you can review the campaign summary report. Select Reports.
The campaign summary gives you insight into the effectiveness of your campaign. The top section shows the overall campaign summary. Each subsequent section shows the results for each record owner of contacts in the campaign. The report is broken down into Sent, Opened, Clicks, Unsubscribed, Rejected, Leads and Opportunities, which is further broken down by total count and percentage.
If you need to view specific results of a category select the numerical value under the column. This provides a list of contacts that completed the action.
If needed you can export the campaign summary or results to Excel by clicking Export.
Rejections are broken down into two main categories: hard rejections and soft rejections. These rejections are based on the response that our sending server receives from the recipient’s mail server. Hard rejections are critical rejections that flag the contact and it will no longer send any emails to that contact. Types of Hard Rejections:
- Domain not found: The domain address in the user’s email does not exist (e.g. firstname.lastname@example.org).
- User not found: The domain in the email address is valid, but the specific user does not exist (e.g. email@example.com).
Soft rejections are emails that were rejected by the recipient, but future emails sent to this contact will be sent as normal:
- Unspecified Error: The recipient server rejected the email, but the error received is unclear on the specific reason.
- No answer from email server: The StructuredWeb email server did not receive any response from the recipient email server.
- Email blocked by spam filter: The email was blocked by the recipient server’s spam filter.
- Mailbox full: The recipient’s mailbox is full so the email could not be delivered.